A cap table report is something that you will need to show to your new investor or others when you are about to make a deal. With Eqvista, you can now easily get your report created as per your needs. If you have been using Eqvista for a while now and have already added all the details in the application, you can easily get these transactions added into the cap table report and extract the table from here.

What is a Cap Table Report?

A cap table report is a report that holds all the updated information of the company’s cap table with the total ownership of the company for each shareholder. This report has a list of all the shareholders, their ownership percentage, the kind of securities in the company, who owns which security, and capital committed.

Create Cap Table Report on Eqvista

To obtain the cap table report on Eqvista is quite easy. Here is the step-by-step process to get it:

Step 1: Log into the application. Select your company profile and when you get to the dashboard, click on “Reports” from the left-side menu to reach the following page.

Reports

From here, you will see that you can easily download three kinds of reports from the application. Click on “Cap table report” to get this report. Once you do this, you will see the report information show up on the right side along with a button below it that says, “Generate report”.

Click on the “generate report” button.


Step 2: When you click on this, the report would be downloaded in the browser in excel format. Click on the document just downloaded as shown below.

download file

Step 3: Clicking on this document (you can also open it from the download folder in your system) will take you to the Excel document as shown below, which will be the cap table report that you are looking for.

 Excel document

You will see that the report has two sheets. The first sheet as shown above is the first page that shares what the report holds and the company name.

Click on “Cap Table” to see the second sheet, which would look like this:

 second sheet - cap table

Here, you will be able to see the shareholders in the company, how much they own – the number of shares, ownership percentage, what kind of equity they own, and the capital they invested into the company. You will also be able to see all the warrants, convertible notes, and options that are there in the company.

The end of the report will show the total shares issued and the capital invested in the company till now.

Just like this, you can use Eqvista to get your company’s cap table report. To know more, contact us today or just check out our support articles here!

Create Cap Table Report on Eqvista

What is a Cap Table Report? A cap table report is a report that holds all the updated information of the company’s cap table with the total ownership of the company for each shareholder. This report has a list of all the shareholders, their ownership percentage, the kind of securities in the company, who owns … Continued

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Interested in issuing & managing shares?

If you want to start issuing and managing shares, Try out our Eqvista App, it is free and all online!